Archives for March 2006

These sectors may be disliked by many but I seem to have a good knack for sector picking and overall views. I'm "overweight" on the followingExchanges love CME,CBOT, ICE, ISECellular and Wireless manufacturers Too many to list. I think the cell phone market is going to keep growing as cell phone technology changes so fast that people are forced to buy new phones every year to keep up with the …

People forget that many hedge funds are bigger than the companies they trade. So it is no surprise that many are financial bullies or are illegally crushing stocks. The Biovail and Overstock cases are just the ones that are out there in the public. I expect more scandals to come out. The website dealbreakers states it well. The primary difference between activist-bully and an activist-populist …

I went to a meeting at the local High School to attend a meeting thanking the sponsors for their interns. I have a nice young lady from the high school that comes to the nursery as an intern instead of going to school in the afternoon. It gives the high achieving kids a chance to get hands on experience that can't be experienced in school. The interns are always exceptional and highly motivated …

I am on a little local public garden show called "Illinois Gardener". I have no idea what the viewership is. It's quite popular here locally and is on PBS but I think we gave Eisner a run for the money Thursday. He drew 95,000 viewers on his first night on CNBC. Let me have a show, I'll beat those numbers and I'm a nobody. There is a big difference, I have a personality. It may not be as big …

im Hortons Inc. (TSX:THI) confirmed Tuesday that the financial service firms that lead its initial public offering have decided to buy an extra 4.35 million shares of the coffee chain.The Oakville, Ont.-based company also said it will have net proceeds of about $846.4 million Cdn, or $726.1 million US, from its stock market debut.The initial public offering was for 29 million shares at $27 Cdn a p …

They could care less about the people that hold their stock. I am not, nor will ever be a stockholder in this company because they could care less about stock price. They run their company like a private company. They give no guidance and sell stock whenever they need to raise cash. I am not saying they are not running their company correctly, I am just saying that the price of their stock is o …

First to 10 million wins according to Ballmer. PS3 will do that in the first month. This system is amazing. Microsoft doesn't have a chance. Every person will dump their XBox and get a Sony. Here are some screenshots of some of the games.

They won't just sponsor anyone, but if you want to be one of the highest paid athletes then you need to be sponsored by Nike. I am trying to get them to come out with a line of Nursery clothes. You know, outfits to plant trees in or a skirt to work in the garden. Gardening is hot. It's the most popular hobby in the world. I asked Nike to sponsor me on my garden shows but I was told they only …

I can't believe how many damn cars are parked in the driveway of houses while boxes and shit are piled up in their garages. They have to go out on a cold morning and start up their cars and scrape the ice off the windshield. If they lived in an apartment or a place without a garage I would feel sorry for them but many of them have a three car garage and most a two. How much junk do people have? Re …

Understanding how option prices change in response to changes in other variables can be tricky. The Greek (delta, gamma, theta, etc.) and pseudo-Greek (vega) names used to measure option sensitivities do not necessarily make things clearer. Options do, however, make intuitive sense if they can be viewed in an easily understood framework, such as basketball. Forbes will help you understand options …

I recommended this site last month and now I am denouncing it. It is worthless and the amount of new material is dwindling. The user signup doesn't work for certain browsers and only seems to have 100 users or so. If you haven't gone to the site. Don't waste your time.

I can't turn on the TV anymore without seeing stories and opinions on immigration. I think the stories are without merit or thoughtless on both sides. We have a problem, no doubt, but it is so big it can not be solved quickly or with hasty legislation. Mexicans make up a huge part of our manual labor force in this country. To shut that off would kill corporate America. The Mexican community is wha …

Frontline has done quite a bit of research on the porn industry. They've interviewed CEOs of adult film companies and Danni from Danni's Hard Drive and many more. Who knew that PBS would be the porn experts. See what they have to offer.

They make the integrated cameras in PCs. If you notice most new computers are coming with the cameras built in. VIMC makes these. There is plenty of room to grow. Did I mention they are a Chinese company. They put a bunch of money in R&D in the beginning so it took a while to become profitable. This stock is way up this year so be careful but they look like they have a good future. I ma …

You've probably read it already but "Pink is the New Blog" is frickin funny. He is gay is the day is long (and there's nothing wrong with that) but his viewpoint always makes me laugh. I really don't care about celebrities but I like the good looking girls.

Sugar, the best-performing commodity in the past 12 months, may beat bonds, stocks and oil for a second straight year.
"Sugar could quadruple from here and it would still be below its all-time high," said former George Soros partner James Rogers, 63, who founded Lausanne, Switzerland-based Diapason Commodities Management SA, which oversees $3.5-billion (U.S.). "The rally hasn't even started yet …

Usually it's no big deal but this one comes from the founder of Gawker. This site will be at dealbreaker.com and it will be up Wednesday. More on the blog here. It looks like I was ahead of my time. My fun money site is being copied by everyone. The big difference is they are informed, can write well, and have lots of help. I doubt they will be able to match my 50 cents a day in advertising …

Apples are more effective at keeping people awake than caffeine More people are killed by donkeys than in airplane crashes Coffee drinkers have more sex and enjoy it more than non-coffee drinkers A giraffe's erect penis is more is 4 feet long The average person grows 6 feet of nosehair in a lifetime The average lifespan of a tastebud is 10 days 83 percent of all people struck by lightning are men …

It just doesn't get any easier than this. The Chinese are building profitable businesses and the workers are making more money each year. Yes they are paid much less than the U. S. but they are making enough to start buying things. Real Estate, local tech companies, and all companies that sell to the Chinese residents are going to be huge. It's not too late. India comes a close second but for som …

He is so mad he let Michael Jackson outbid him for his own music he'll do anything to make some money. He constantly is suing Apple Computer for trademark on their Apple Corps music label. I guess nobody can use the word Apple again. Does someone have to pay The Beatles every time they eat a caramel Apple. So far they have sued Apple 3 times. Apple settled for $80,000, then $26 million, now they a …

Big Pharma like Phizer and Merck don't have as strong a pipeline of drugs as they would like so they are going to take their best asset and use it. Cash and Stock. They are going out and finding small Pharma to gobble up or sign licensing deals. They are looking for companies with a small market value but good potential drugs that would fit well with their specialty or their other drugs. They are …

I added OPWV after seeing it mentioned on the OXPS board (thanks cat). Really like the financials, the chart, and the company overall. IBD rates it high as well. Now portfolio is OVTI, CELG, OPWV, and looking at ISRG again. Don't forget Horton's today. THI